A free, no-obligation assessment across 12 dimensions of your operation, on the Voice AI track or the Process Automation track. You get a written report, a scorecard, and your top opportunities quantified in dollars. About four hours of your team’s time.
Start with a free 30-minute call. We take on two free assessments per month.
Pick the one that matches your work. Both tracks use the same 12-dimension scorecard, the same deliverables, and the same 30 days. The difference is what we look at.
For teams that answer the phone. We identify which calls and customer interactions can be automated, which ones still need a person, and what that is worth in agent hours and after-hours revenue.
For teams that run a repeatable workflow. We identify which repetitive workflows, handoffs, and system updates can be automated: quotes, intake, scheduling, record updates, and follow-ups. No contact center is required.
In the contact center, somewhere between 28% and 42% of call volume is a handful of repeatable intents: where is my order, balance inquiries, claims status. Agents answer them all day while the IVR pushes callers to press 0. In the back office, quotes sit waiting for an approval, intake forms get re-keyed into the system of record, CRM updates happen by hand at the end of the day, and follow-ups get missed because nobody owns the reminder.
You suspect AI could take on a good share of this work. But vendor demos aren’t analysis, and the big consultancies won’t return your call for less than a seven-figure engagement.
We evaluate your operation across 12 dimensions. Each one applies to a phone operation, a back-office workflow, or both.
Inbound calls, chats, quotes, applications, tickets: how much, when, and how it peaks.
Why people contact you, or the steps a request passes through, and which ones repeat.
Who does the work, who approves it, and where it waits between people.
Your phone platform, CRM, ERP, ticketing, or policy and property systems, and what they can expose.
IVR, chatbots, portals, macros, and scripts already in place, and what they actually handle.
How your systems connect today: APIs, exports, spreadsheets, or people re-keying data.
Whether the records, transcripts, and reports exist and can be trusted.
Which tasks have clear rules, clean inputs, and a way to check the result.
Compliance, access rules, and the approvals a person must still give.
What each call, transaction, or workflow costs you today, including licenses and contracts.
Handle time, turnaround, error rates, and how often work gets redone.
Who can sponsor, build, and adopt a change in the next 90 days.
Four concrete deliverables, yours to keep, whoever you hire.
Where you stand today, rated against mid-market benchmarks.
The specific automations, deflections, or process changes with the biggest payback, with dollar estimates.
What to do first, what it takes, and what it’s worth.
We walk your leadership through the findings and answer everything.
A 45-minute kickoff, two or three short interviews with the people who take the calls or run the process, and a request for reports you already have. No system access required.
We dig into your volumes, intents or workflow steps, handoffs, systems, and cost structure, on the phone side or the back-office side. Your time required: roughly zero.
We benchmark you against industry standards, model the ROI of your top opportunities, and deliver the written report in a one-hour executive readout.
Total time investment from your team: about four hours across 30 days.
ExecuteCX builds AI voice agents and agentic workflows on Amazon Connect and AWS for mid-market businesses, so your people handle exceptions, not transactions. Founder-led, AI-fluent, and accountable for outcomes.
Because the assessment is how we earn a bigger conversation, not a pitch. It’s our methodology, benchmarks, and ROI modeling applied to your operation, and every deliverable is yours to keep: the scorecard, the dollar-quantified opportunities, and a roadmap worth keeping even if you never hire us. Need integration design and a full business case? A fixed-fee deep-dive (two to three weeks) extends the free assessment, and the fee credits toward a production pilot.
Voice AI track: businesses with 10 to 200+ contact center agents in retail and e-commerce, financial services (banks, credit unions, lenders) and insurance. If you’re running legacy on-prem telephony or an aging cloud setup and wondering what AI can actually do for you, this is built for you.
Process Automation track: a repeatable workflow with roughly 200 or more transactions a month, a system of record we can integrate with, and someone who owns the process end to end. No contact center required.
Not a fit: enterprises with 1,000+ agents mid-RFP with a Big 4 firm, or teams under 10 agents with no back-office workflow to automate. We’ll point you to self-serve resources instead.
We cap active assessments at two so each one gets real analysis, not a template. Apply below and we’ll confirm fit on a free 30-minute call, pick your track (Voice AI or Process Automation), and get started. No fee, no obligation.